MA
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Mutual Advisors’s Lumen LUMN Stock Holding History

Mutual Advisors’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150K Sell
19,552
-381
-2% -$3.34K ﹤0.01% 1351
2026
Q1 		$139K Buy
19,933
+349
+2% +$2.64K ﹤0.01% 1297
2025
Q4 		$152K Hold
19,584
– – ﹤0.01% 1266
2025
Q3 		$153K Buy
19,584
+44
+0.2% +$211 ﹤0.01% 1254
2025
Q2 		$84.6K Sell
19,540
-1,137
-5% -$4.41K ﹤0.01% 1160
2025
Q1 		$69.3K Sell
20,677
-1,332
-6% -$6.64K ﹤0.01% 1068
2024
Q4 		$122K Sell
22,009
-1,489
-6% -$10.3K ﹤0.01% 1049
2024
Q3 		$148K Sell
23,498
-9,439
-29% -$40.3K ﹤0.01% 1064
2024
Q2 		$63.9K Sell
32,937
-755
-2% -$957 ﹤0.01% 1065
2024
Q1 		$52.6K Buy
33,692
+8,189
+32% +$12.8K ﹤0.01% 1070
2023
Q4 		$46.7K Sell
25,503
-1,181
-4% -$1.67K ﹤0.01% 994
2023
Q3 		$37.9K Sell
26,684
-6,262
-19% -$10.6K ﹤0.01% 957
2023
Q2 		$74.5K Sell
32,946
-4,620
-12% -$10.2K ﹤0.01% 976
2023
Q1 		$99.5K Sell
37,566
-89,706
-70% -$362K ﹤0.01% 950
2022
Q4 		$664K Sell
127,272
-22,579
-15% -$139K 0.03% 515
2022
Q3 		$1.09M Buy
149,851
+7,771
+5% +$79.1K 0.06% 339
2022
Q2 		$1.55M Sell
142,080
-3,410
-2% -$38.3K 0.1% 232
2022
Q1 		$1.64M Buy
145,490
+19,634
+16% +$225K 0.09% 247
2021
Q4 		$1.58M Sell
125,856
-18,744
-13% -$239K 0.08% 273
2021
Q3 		$1.79M Buy
144,600
+6,780
+5% +$85K 0.11% 238
2021
Q2 		$1.87M Sell
137,820
-83
-0.1% -$1.15K 0.11% 237
2021
Q1 		$1.84M Buy
+137,903
New +$1.71M 0.13% 203
2020
Q4 		– Sell
-113,926
Closed -$1.15M – 752
2020
Q3 		$1.15M Buy
113,926
+2,684
+2% +$27.9K 0.1% 215
2020
Q2 		$1.12M Buy
111,242
+28,445
+34% +$285K 0.11% 199
2020
Q1 		$783K Buy
82,797
+4,229
+5% +$52.9K 0.11% 206
2019
Q4 		$1.04M Sell
78,568
-1,519
-2% -$20.4K 0.11% 225
2019
Q3 		$999K Buy
+80,087
New +$951K 0.13% 193

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mutual Advisors's LUMN Position: Q2 2026 in Review

Mutual Advisors reduced its Lumen (LUMN) stake by 1.9% in Q2 2026, selling an estimated $3.34K and leaving 19,552 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Mutual Advisors first reported a position in LUMN in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.87M in Q2 2021. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Mutual Advisors held 19,552 shares of Lumen worth $150K as of Q2 2026.
  • Mutual Advisors sold 381 Lumen shares in Q2 2026, an estimated $3.34K.
  • Lumen made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1351 holding.
  • Mutual Advisors first reported a position in Lumen in Q3 2019 and has held it in 27 quarters since.
  • Mutual Advisors's Lumen position peaked at $1.87M in Q2 2021.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.